Oaklane Be-spoke- Equity is an equity portfolio management service (PMS) strategy run by Oaklane Capital Management Llp, launched on 1 Dec 2021. It manages ₹4,973 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +10.03% over 1 year and +19.46% over 3 years (+14.43% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹4,973 Cr
3-year return
+19.46%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹4973.35 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
01/12/2021
Trailing Returns
Trailing returns
Period
Return
1 Month
+11.67%
3 Months
-2.43%
1 Year
+10.03%
3 Years
+19.46%
Since Inception
+14.43%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Oaklane Be-spoke- Equity
What are the returns of Oaklane Be-spoke- Equity?
Oaklane Be-spoke- Equity has a 1-year return of +10.03%, a 3-year return of +19.46% and +14.43% since inception. Past performance is not indicative of future results.
What is the AUM of Oaklane Be-spoke- Equity?
Oaklane Be-spoke- Equity manages ₹4,973 Cr of client assets.
What is the minimum investment for Oaklane Be-spoke- Equity?
The minimum investment for Oaklane Be-spoke- Equity is ₹50 Lakhs.
When was Oaklane Be-spoke- Equity launched?
Oaklane Be-spoke- Equity was launched on 1 Dec 2021. It has a 4-year track record.